Private Client Services Lead - High-Net-Worth Insurance
Gallagher
Gallagher is seeking a Private Client Service Manager in New York to manage personal insurance programs for High Net Worth individuals. The role requires building strong client relationships, conducting annual reviews, and leading insurance strategies. Applicants should have a Bachelor’s degree with at least 5 years in client service and/or claims management, alongside supervisory experience. Gallagher offers excellent benefits, including competitive salaries and flexible work hours. #J-18808-Ljbffr
- ...A leading insurance firm in Town of Bedford seeks a Private Client Service Manager to manage High Net Worth individuals' insurance programs. You will ensure clients' needs are met and foster lasting relationships through exceptional service. The ideal candidate has a Bachelor...Private clientHigh net worthFull time
- ...by working with prestigious clients and delivering tailored insurance solutions? As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their... ...Collaborate with Producers and lead the design, marketing, and...Private clientHigh net worthFull timeLive outWork at officeLocal areaFlexible hours
$60k - $200k
...Commercial Lines Sales Executive (Client Advisor) World Insurance Associates ("World") is a unique financial services organization with a global network of brokers... ...commercial lines insurance, high net worth / private client, employee benefits, human capital...Private clientHigh net worthBase plus commissionImmediate start$50k - $70k
...Company : Growing Independent Insurance Agency Job Title : High Net Worth Junior Account Manager Location... ...includes mostly mid-market carriers/clients with some high worth accounts with a focus on providing exceptional service to clients. This position offers the...High net worthWork at office2 days per week$90k - $115k
...Executive Assistant / Office Coordinator Our client, a boutique wealth management and family office... .... With a reputation for exceptional client service and a highly personalized approach, the firm serves high-net-worth individuals and families through investment management...High net worthWork at office- ...An Impact We are seeking a Private Client Account Manager to deliver exceptional service to our clients by managing... .... Renewals & Sales: Lead the renewal process, secure... ...priorities while maintaining high-quality service. Knowledge of insurance markets and risk management...Private clientWork at officeLocal areaFlexible hours
$25 per hour
...Service Federal Credit Union in Town of Bedford is seeking a Member Service Supervisor to provide a variety of services to members and supervise branch personnel. The ideal candidate will have outstanding leadership and customer service skills, with at least one to three...$88.4k - $132.6k
...enhance processes, workflows, and client service within the affluent and High Net Worth segments. The role requires... ...clients through converting referral leads. Manage client follow‑up and adhere... ...0 days of starting in the role. Insurance Group 1 required. Must meet all...High net worthWork at office$62.4k
...York Job Summary The Private Client Advisor's focus will be... ...methodology and will lead with these concepts. The... ...of investment services to KeyBank Mass Affluent... ...clients and Key. Education High School Diploma or equivalent... ...) Resident State Insurance Licenses (Life,...Private clientBank staffWork at officeImmediate startFlexible hoursNight shift- ...SAFE Act in Yorktown Heights, New York. This role requires 5-8 years of experience and involves enhancing client relationships within the affluent and High Net Worth segments. Responsibilities include identifying client needs, offering financial solutions, and ensuring...High net worth
- JPMorganChase is looking for a Private Client Advisor in Thornwood, New York. This role is essential in delivering personalized financial planning and investment solutions to clients. You will leverage your expertise in financial advisory and client management to foster...Private client
- A leading automotive service provider is looking for full-time Automotive Assistant and Service Managers in the Bedford Hills, NY area. The role includes supporting store operations, ensuring customer satisfaction in automotive repairs, and managing technicians. Candidates...Full time
- ...customer relations. The ideal candidate must have strong customer service and communication skills, the ability to perform basic math, and... ...a rewarding career with a focus on delivering excellent service and maintaining high operational standards. #J-18808-Ljbffr Domino'sFull timeShift work
- ...and interacting with our clients to offer the best... ...financial needs. As a Private Client Advisor in Chase... ...or equivalent financial services experience Demonstrated... ...Health and Long Term Care Insurance license is required or... ...opportunity employer and place a high value on diversity and...Private client
- ...: ~401(k) ~401(k) matching ~ Dental insurance ~ Employee discounts ~ Health insurance... ...with retention departments to ensure high participation in the facilities Ensures... ...cash handling and credit cards Customer service abilities Physical Requirements:...Weekend workAfternoon shift
- MavisTire in Mount Pleasant, NY is seeking full-time Automotive Assistant Managers and Service Managers to join their team. The positions support operational efficiency, customer service, and manage repair workflows. Candidates should have at least 1 year of experience...Full time
- ...RSC Insurance Brokerage, Inc. is looking for a Mid-Market Account Manager to... ...benefits for a diverse portfolio of clients. In this role, you'll serve as a trusted... ..., ensuring excellent client service while managing a book of business worth over $500,000. Ideal candidates will...
$62.4k
...KeyCorp is seeking a Private Client Advisor in Cortlandt Manor, NY. The role focuses on Mass Affluent clients, providing... ...wellness conversations and managing investment services delivery. The ideal candidate will possess a high school diploma, relevant licenses, and a...Private client- ...Fairygodboss is seeking a Private Client Advisor for its Thornwood, NY location. The role involves offering comprehensive financial planning... ...will have at least 2 years of experience in financial services, strong relationship management skills, and necessary licenses...Private client
- ...Merrill Advisor Development Program to work with high-net-worth individuals. The role involves developing client relationships, reviewing financial goals, and providing... ...abilities and the capability to deliver exceptional client services. #J-18808-Ljbffr Bank of AmericaHigh net worth
$20 - $28 per hour
...Inventory Specialist" for a top leading biotechnology organization.... ...relevant experience; OR High school diploma/GED plus 5+ years... ..., communication, customer service, and problem-solving skills... ...supplemental coverage (accident insurance, critical illness insurance and...Contract workWork at office$19.65 - $21.86 per hour
...everyone. THE OPPORTUNITY The Service Leader is responsible for... ...Making sure great tasting, high quality food is served Helping... ...Medical, dental, and vision insurance Digital Tips Paid time off... ...a demonstrated purpose as it leads the way in digital, technology...Work at officeLocal areaShift work- ...general duties (but not limited to): - Exceptional customer service at the club ( i.e. handling prospective members, members' needs... ...more than 40 per week Benefits: Family discount Health insurance available (optional) Paid time off Tuition reimbursement...Full timePart timeSeasonal workWork at officeMonday to FridayShift workWeekend workDay shiftAfternoon shift
- ...TruBlue Home Service Ally, located in Yorktown, NY, is seeking a Lead Technician for home maintenance projects. This role demands over 10 years of experience in... ...responsibilities include leading a team, maintaining high customer service standards, and ensuring project safety...Flexible hours
- ...TruBlue Home Service Ally in Yorktown, NY, is seeking a skilled professional to lead a team of Tru-Pro® technicians in providing high-quality home maintenance and repair services. Ideal candidates will have over 10 years of hands-on experience and a commitment to professionalism...
$140k - $225k
Insurance Defense Litigation Attorney - $140-$225k - Westchester County... ...ago, our firm is a full-service corporate law practice that has... ...advise and represent a diverse client base that includes both U.S.-... ...matters, including private investment in public equity transactions...Work at officeRemote work- A leading tire and automotive service company in Ossining, NY, seeks full-time Automotive Assistant and Service Managers. In this role, you'll support... ...competitive pay and a comprehensive benefits package including health insurance and 401(k). #J-18808-Ljbffr MavisTireFull time
- ...in North Salem, NY is looking for an Automotive Service Manager to oversee daily operations of the... ...ensure the shop runs efficiently while maintaining high-quality service. We offer competitive pay, 401(k), health insurance, and paid time off. Join us in a dynamic work environment...Day shift
- ...general duties (but not limited to): - Managing facility with top-notch cleaning and organizational skills. - Exceptional customer service at the club ( i.e. handling prospective members, members' needs, security etc.). - Managing emails and/or daily ongoing marketing...Summer workWork at officeWeekend workAfternoon shift
$22 per hour
...US Fertility , the nation’s leading partnership of physician-led... ...opening for a full-time Patient Services Coordinator to join our team... ...with more than 200 highly respected physicians nationwide... ...service; verifying accurate insurance information Good judgement...Hourly payDaily paidFull timePart timeWork at officeImmediate startMonday to Friday
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